Management Consulting

80% of all agencies have no formal written business plan.

The planning process is time-consuming, but top-performing agencies all have formal plans.

We offer planning and team-building services so your agency will not only have a plan but will also have the ability to execute it.

  • Business Planning

  • Technical Training

  • Business Continuation Planning

  • Sales and Service Training

From strategic planning, to instilling Best Practices, Howard can help you identify the plans, measurements and evaluations that will fine tune your agency for running smoothly and realizing the highest possible profits.

  • Looking for effectiveness and efficiency in your agency?

  • Not sure who to hire or when?

“Howard's knowledge of the American agency system, marketing and underwriting are part of the overall package he brings to any situation. I found his interpersonal skills superior, his integrity impeccable and his work habits admirable. Lastly, his loyalty and dedication to success round out what I consider a great insurance professional.”


“The single best decision we made was hiring you as our consultant. Your expertise, extensive experience and contacts paved the way for our success.

- RM & CM

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